See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,666 | $96,635-85.9% | $86,612-84.2% | $139,434-90.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.24% | 106.41%-78.2pp | 591.07%-562.8pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,349 | $3,263-58.7% | $3,022-55.4% | $4,751-71.6% |
| Participant deferral / active EE | $5,876 | $4,836+21.5% | $4,438+32.4% | $6,710-12.4% |
| Admin fee / account holder | $383 | $6,408-94.0% | $5,614-93.2% | $11,403-96.6% |